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Anne has been in the Financial Services Industry since 1977. She has been involved with Financial Planning since 1984.

Anne's credentials are solid: In addition to a B.A. in Economics, her professional designations include Registered Financial Planner (R.F.P), Certified Financial Planner Licensee (CFP) and Chartered Financial Planner. Anne has completed the Canadian Securities Course, as well as the Professional Financial Planners Course.

Anne's background with major chartered banks and trust companies led her to a manager's position in a major international accounting firm's financial planning group. She has proven skills in assisting individuals to achieve their financial goals and objectives.

Anne ran her own successful financial consulting practice in Edmonton, Alberta where she also contributed a local newspaper's financial column. Anne has been providing her services as a successful financial consultant in Vancouver and the lower mainland since 1994.

She is also a member the Institute of Advanced Financial Planners, Advocis (formerly a long standing member of the Canadian Association of Financial Planners) and is a licensee with the Financial Planning Standards Council of Canada.

Her community work has included five years of service as CO-Chairperson and Secretary Treasurer for A.W.A.R.E. (Assisting With Awareness Regarding Employment); three years volunteering on the review Committee for the Self Employment program with Human Resource Development Canada and several years as Rep Softball Coordinator for Minor Softball.


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